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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$10.73
Change+$0.09 (+0.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$86.03
Change+$0.63 (+0.74%)
VolumeN/A
CapitalizationN/A
PJARX vs VSIAX Comparison Chart
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PJARX vs. VSIAX commentary
Dec 25, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PJARX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PJARX (1.14B). VSIAX pays higher dividends than PJARX: VSIAX (2.01) vs PJARX (0.66). PJARX was incepted earlier than VSIAX: PJARX (21 years) vs VSIAX (13 years). PJARX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PJARX has a lower initial minimum investment than VSIAX: PJARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 11.42 vs. PJARX (-5.89). VSIAX return over 5 years is better than : 48.54 vs. PJARX (3.84).
| PJARX | VSIAX | PJARX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | -5.638 | 11.511 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 63B | 2% |
| Annual Yield % from dividends | 0.66 | 2.01 | 33% |
| Returns for 1 year | -5.89 | 11.42 | -52% |
| Returns for 3 years | -9.91 | 14.75 | -67% |
| Returns for 5 years | 3.84 | 48.54 | 8% |
| Returns for 10 years | -13.16 | 96.09 | -14% |
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